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Old Point Trust & Financial Services N A’s Universal Insurance Holdings UVE Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-250
Closed -$5.08K – 527
2024
Q1 		$5.08K Buy
+250
New +$4.5K ﹤0.01% 342

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Old Point Trust & Financial Services N A's UVE Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Universal Insurance Holdings (UVE) in Q2 2024, closing a stake of 250 shares — an estimated $5.08K sold.

Old Point Trust & Financial Services N A first reported a position in UVE in Q1 2024 and held it in 1 quarter. The position peaked at $5.08K in Q1 2024. 164 funds tracked by Wall St. Rank hold UVE as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Universal Insurance Holdings position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Universal Insurance Holdings shares in Q2 2024, an estimated $5.08K.
  • Old Point Trust & Financial Services N A first reported a position in Universal Insurance Holdings in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Universal Insurance Holdings position peaked at $5.08K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.